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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $630 | $96,643-99.3% | $86,617-99.3% | $139,456-99.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $353 | $3,264-89.2% | $3,023-88.3% | $4,753-92.6% |
| Participant deferral / active EE | $379 | $4,835-92.2% | $4,437-91.5% | $6,711-94.3% |
| Admin fee / account holder | $21 | $6,406-99.7% | $5,613-99.6% | $11,407-99.8% |